How do we know which package fits us?
The packages differ by the work your finance team does.
- The Essentials package fits if you want to see your bank accounts on one screen and receive treasury reports.
- The automatic transfer of end-of-day cash under the rules you set and multi-bank transfer instructions are in the Professional package, and cash flow reporting, receivables management, SWIFT instructions, ERP integration, and API and MCP access are in the Commercial package.
- If you are not sure, we decide together in a 30-minute call, looking at your number of banks, your company structure and your treasury operations.